Steve is a licensed financial advisor and life insurance agent. Steve has been working in the financial services industry as an independent fee-based Investment Advisor for the last 5 years. Prior to that Steve spent 7+ years selling qualified retirement plans for the nation’s largest 401k provider. Steve has helped thousands of families with their retirement planning over the year’s. Steve specializes in educating individuals on financial matters and works with individuals/families and small businesses to create comprehensive retirement/financial plans that start with a detailed outline of the client’s risk profile, assets and current insurance needs including life insurance, long term care insurance, and disability insurance.
In addition to financial planning and asset management, Steve also specializes in helping those in high income brackets mitigate both current income taxes and future estate taxes through comprehensive planning. This planning includes trusts and charitable giving options for those that are so inclined.
